How to deliver quality responsible investment advice
Advisers need to expand their understanding of responsible investing in response to Australia’s increasing demand, according to an RI specialist.
AUTHOR
POWERED BY MOMENTUM MEDIA
New lead partner appointed to Perpetual’s wealth management division
The firm’s wealth management arm is welcoming an experienced corporate leader to its team.
AUTHOR
Jessica Penny
IAM bolsters fixed income executive team
Income Asset Management has announced seven appointments in its fixed income team as the firm strengthens its reach across Australia.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Which licensee has seen the highest adviser losses FYTD?
Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over the period.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Meet the Manager: Phillip Hudak of Maple-Brown Abbott
In the latest Meet the Manager profile, Money Management speaks with Phillip Hudak of Maple-Brown Abbott.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Relative Return: Dissecting the Australian small caps market
Retirees’ happiness underpinned by financial advice: Challenger
Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challenger.
AUTHOR
Jessica Penny
Financial advice M&A deals rise in Q1 2024
With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
E&P Financial appoints new CFO as Hill steps down
E&P Financial Group’s chief financial officer and joint company secretary, Stephen Hill, has announced his departure in June as the firm fills the position internally.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
CSLR underestimating future financial advice firm failures
Wealth Data’s Colin Williams believes the idea of four financial advice firms failing per year, as put forward in CSLR estimates, is too low an estimate.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
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